|Submission Date||Aug. 22, 2011|
PAE-18: Positive Sustainability Investments
Communications and Training Officer
Physical Plant and Capital Planning Services
Total value of the investment pool:
Value of holdings in sustainable industries, such as renewable energy or sustainable forestry :
Value of holdings in businesses selected for exemplary sustainability performances:
Value of holdings in sustainability investment funds, such as a renewable energy investment fund:
Value of holdings in community development financial institutions (CDFIs):
Value of holdings in socially responsible mutual funds with positive screens:
A brief description of the companies, funds, and/or institutions referenced above:
The following are the top ten most recent holdings of Western's Socially Responsible Global Equity Fund in Mackenzie Universal Sustainable Opportunities Class.
Business, financials, and SRI positives descriptions for each company can be found in the notes below.
1. Canon NPV (Japan)
2. ENI EUR (Italy)
3. Novartis (Switzerland)
4. QBE Insurance Group (Australia)
5. Roche Holding AG (Switzerland)
6. Schlumberger Com (USA)
7. Taiwan Semiconductor Manufacturing Co. (Taiwan)
8. Tenaris (Argentina)
9. Vodafone Group PLC (UK)
10. Zurich Financial Services (Switzerland)
The website URL where information about the institution’s sustainability investment activities is available:
As of December 31, 2010, the retirement plans had $1.1 billion in assets and the Operating & Endowment Fund had $450 million.
All holdings in the Western Socially Responsible Global Equity Fund have to exhibit some sustainability performance. The fund had $2.7 million in asset as of December 31, 2010.
Mackenzie Universal Sustainable Opportunities Class
The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution and complete the Data Inquiry Form.